+65.2%
TD vs LUMN
+42.5%
+22.7%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.7% | -1.3% |
| 7D | +0.3% | +12.1% | -11.8% | -0.2% |
| 30D | +0.4% | +11.3% | -11.0% | -0.1% |
| 3M | +7.6% | -31.6% | +39.3% | +9.2% |
| 6M | +25.0% | -2.7% | +27.7% | +24.9% |
| YTD | +31.0% | -12.9% | +43.9% | +30.8% |
| 1Y | +65.2% | +36.2% | +29.0% | +59.8% |
| All | +65.2% | +42.5% | +22.7% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LUMN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling